Broadridge Finl Solutions Inc Stock Price, News & Analysis

Broadridge (NYSE: BR) announced it won the 2025 Datos Impact Award for Best Innovation in Client Engagement & Communication for its Wealth InFocus platform, deployed with LPL Financial on Oct 23, 2025.

Wealth InFocus is an omni-channel, digital-first communications platform that centralizes delivery, personalizes statements, and claims to reduce statement content by 10–15%, boost digital adoption, and improve advisor-client engagement.

Broadridge (NYSE:BR) will release first-quarter fiscal 2026 results on Tuesday, November 4, 2025. Management will host a webcast and conference call at 8:30 a.m. ET that day with CEO Tim Gokey and CFO Ashima Ghei.

Investors can access the live webcast and slide presentation via Broadridge's Investor Relations site at www.broadridge-ir.com. U.S. dial-in is 1-877-328-2502; international dial-in is 1-412-317-5419. A webcast replay and an audio recording (available through Nov 11, 2025) can be accessed using the listed replay numbers and passcode 5459356.

Northern Trust (Nasdaq: NTRS) is expanding global asset recovery services by partnering with Broadridge to use its proprietary Global Class Action technology.

The enhanced offering adds coverage in more than 35 markets, introduces support for opt-in jurisdictions, and provides enhanced reporting on filing deadlines, case summaries, claim details and distributions. The release cites that class action settlements totaled $5.2 billion across 135 cases in 2024, underscoring demand for broader recovery tools.

Broadridge (NYSE: BR) released a global study dated Oct 16, 2025 showing asset servicing volumes rising by more than 25% YoY across participants and identifying legacy technology and multiple platforms as the top obstacles to automation and better client experience. The study surveyed over 270 industry leaders and finds 67% of servicing errors linked to poor data quality, nearly 60% of servicing resources consumed by income and voluntary corporate actions, and >60% of brokers reporting declines in automation.

Key takeaways: outsourcing lowers error rates and costs in tax and event services; 57% of leaders view tech companies as critical for golden‑source data; process re‑engineering is the most effective change driver cited.

Broadridge (NYSE:BR) released the ProxyPulse report on Oct 14, 2025 reporting a marked decline in institutional backing for shareholder proposals.

Key figures: institutional support fell to below 25% (the lowest since 2016 tracking), overall retail support was 21%, environmental and social proposals dropped 29% to 118, and political spending proposals fell from 46 to 18 while support rose (retail 18%→25%, institutional 24%→35%). The report notes legal, regulatory, and legislative changes as factors and highlights sustained strong voting for directors and say-on-pay.

Broadridge (NYSE: BR) reported its Distributed Ledger Repo (DLR) platform processed an average daily volume (ADV) of $339 billion in September 2025. This represents a 21% month-over-month increase from August's $280 billion ADV and a 650% year-over-year rise, citing rapid adoption of tokenized real-asset settlement.

Broadridge describes DLR as the world’s largest institutional platform for settling tokenized real assets and highlights benefits including accelerated collateral velocity, improved liquidity management, lower trade processing costs, and interoperability with traditional and blockchain market infrastructure.

Broadridge Financial Solutions (NYSE:BR) has released its sixth annual DLT in the Real World report, revealing significant acceleration in digital asset and distributed ledger technology adoption. The study shows DLT adoption has surged 800% since 2020, with 36% of respondents now running active DLT initiatives.

Key findings include: 85% of respondents prioritize intraday liquidity as the main DLT outcome, 45% of banks issued digital assets in the past year, and digital asset adoption is growing 2-4x annually. Broadridge's Distributed Ledger Repo platform processed $280 billion in average daily repo transactions in August, up from $45 billion year-over-year.

The report highlights increased buy-side engagement, with 61% of buy-side firms now involved in digital asset initiatives. Average annual spending reached $2.2 million for digital assets and $1.8 million for DLT in 2025.

Broadridge Financial Solutions (NYSE:BR) has been selected by Merck to implement Swift's new Instant Cash Reporting service through its Swift Service Bureau and SCORE+ services. The solution will provide Merck with real-time visibility across 400+ global accounts, transforming their treasury operations.

Through Broadridge's platform, Merck will be able to make approximately 900,000 intraday reports annually and retrieve information from up to 1,000 accounts in a single API call. This implementation significantly improves efficiency by eliminating the need for multiple bank-specific API integrations, reducing costs and complexity in treasury management.

Broadridge Financial Solutions (NYSE:BR) has announced a strategic partnership and minority investment in WealthFeed, an AI-powered lead generation platform for financial advisors. The integration combines WealthFeed's AI prospecting and money-in-motion insights with Broadridge's AdvisorStream marketing platform.

The partnership enables advisors to identify and engage with potential clients during key life events, leveraging WealthFeed's SaaS platform enhanced with Broadridge's InvestorView data. The collaboration aims to provide automated nurturing capabilities, premium licensed content, and predictive insights on prospects' investable assets.

The partnership expands Broadridge's ecosystem, which includes notable companies like Salesforce, Uptiq, YourStake, and Wix. An educational webinar about the new capabilities will be held on October 15, 2025.